Best Investors Account Sign in
Inactive

Jennifer Hutchins

Cbiz Investment Advisory Services, LLC

Dallas, TX

Claim This Profile
Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-12
  • TX RA
    APPROVED
    Since 2025-09-12

Branch Locations

4849 Greenville Ave Suite 1000, Dallas, TX 75206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H. Beck, Inc. Rockville MD 07/2008 01/2017
1St Global Capital Corp. Dallas TX 01/2017 10/2019
1St Global Advisors, Inc. Dallas TX 01/2017 10/2019
Avantax Advisory Services Dallas TX 10/2019 08/2025
Avantax Investment Services Inc Dallas TX 10/2019 08/2025
Avantax Planning Partners Inc Dallas TX 03/2021 08/2025
Cetera Wealth Services, Llc El Segundo CA 04/2025 08/2025
Cetera Advisors Llc Greenwood Village CO 04/2025 08/2025
Cetera Financial Specialists Llc Schaumburg IL 04/2025 08/2025
Cetera Investment Services Llc St Cloud MN 04/2025 08/2025
Cbiz Investment Advisory Services, Llc Dallas TX 08/2025 Present
  • 07/2008 → 01/2017
    H. Beck, Inc.
    Rockville, MD
  • 01/2017 → 10/2019
    1St Global Capital Corp.
    Dallas, TX
  • 01/2017 → 10/2019
    1St Global Advisors, Inc.
    Dallas, TX
  • 10/2019 → 08/2025
    Avantax Advisory Services
    Dallas, TX
  • 10/2019 → 08/2025
    Avantax Investment Services Inc
    Dallas, TX
  • 03/2021 → 08/2025
    Avantax Planning Partners Inc
    Dallas, TX
  • 04/2025 → 08/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2025 → 08/2025
    Cetera Advisors Llc
    Greenwood Village, CO
  • 04/2025 → 08/2025
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 04/2025 → 08/2025
    Cetera Investment Services Llc
    St Cloud, MN
  • 08/2025 → Present
    Cbiz Investment Advisory Services, Llc
    Dallas, TX
Previous Registrations
  • 2019-10-25 → 2025-08-13
    Avantax Advisory Services
    Dallas, TX
    Irving, TX
  • 2021-03-17 → 2025-08-13
    Avantax Planning Partners, Inc.
    Dubuque, IA
    Dallas, TX
    Irving, TX
  • 2017-01-26 → 2019-10-25
    1St Global Advisors Inc
    Dallas, TX
  • 2008-07-28 → 2017-01-20
    Grove Point Investments, Llc
    Rockville, MD
    Dallas, TX
  • 2004-11-25 → 2007-02-06
    A. G. Edwards & Sons, Inc.
    Sherman, TX
    Sherman, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-24
  • S66 Uniform Combined State Law Examination
    2004-11-24
Designations
Other Names
  • Jennifer Ashley Dent
  • Jennifer Ashley Dent
  • Jennifer Ashley Dent
  • Jennifer Ashley Hutchins
  • Jennifer Hutchins

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor